Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715B
AUM Growth
+$25.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,771
New
Increased
Reduced
Closed

Top Sells

1 +$10.4B
2 +$7.8B
3 +$4.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.84B
5
AAPL icon
Apple
AAPL
+$1.76B

Sector Composition

1 Technology 13.12%
2 Healthcare 8.06%
3 Financials 7.81%
4 Consumer Discretionary 6.47%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5251
$77K ﹤0.01%
2,703
+730
5252
$77K ﹤0.01%
2,162
-134
5253
$77K ﹤0.01%
17,849
+8,224
5254
$76K ﹤0.01%
3,097
-523
5255
$76K ﹤0.01%
+2,097
5256
$76K ﹤0.01%
11,400
-8,360
5257
$76K ﹤0.01%
1,800
-4,300
5258
$76K ﹤0.01%
5,602
-1,333
5259
$75K ﹤0.01%
18,917
+14,998
5260
$75K ﹤0.01%
7,555
+3,063
5261
$75K ﹤0.01%
19,272
+3,215
5262
$75K ﹤0.01%
+7,800
5263
$75K ﹤0.01%
452
-14
5264
$75K ﹤0.01%
2,820
+1,090
5265
$75K ﹤0.01%
1,347
+361
5266
$74K ﹤0.01%
890
-3,056
5267
$74K ﹤0.01%
19,562
-7,481
5268
$74K ﹤0.01%
2,054
-993
5269
$73K ﹤0.01%
3,758
+1,342
5270
$73K ﹤0.01%
14,542
-1,894
5271
$73K ﹤0.01%
2,467
5272
$73K ﹤0.01%
1,803
-16
5273
$73K ﹤0.01%
3,428
-45,619
5274
$73K ﹤0.01%
650
5275
$72K ﹤0.01%
3,075
+1,484